Company lists · Data refreshed September 2026

Top 17 Insurance brokers for wealth planning based in Cleveland, United States

Name: Insurance brokers for wealth planning based in Cleveland, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 30 companies tracked

RevenueBase identified 30 company matches for insurance brokers for wealth planning associated with Cleveland, United States as of September 2026 and tracks 1,407 professional contacts across them, including 837 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Cleveland has 30.

This list covers company matches for insurance brokers for wealth planning associated with Cleveland, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

30Companies

1,407Contacts tracked

837Verified emails

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The 17 largest insurance brokers for wealth planning based in Cleveland, United States

Ranked by team size

Top 17 of 30 company matches for insurance brokers for wealth planning based in Cleveland, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Oswald Companies	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	201-500	583 contacts →
	Exact match “Founded in 1893, Oswald is one of the nation's largest independent, employee-owned insurance brokerage firms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	MAI Capital Management	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	501-1,000	520 contacts →
	Exact match “Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Fairport Wealth	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	51-200	47 contacts →
	Exact match “With roots dating back to 1963, Fairport Wealth is a registered investment advisor representative that INSPIRES FAMILIES by providing comprehensive wealth management solutions to…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Britton Gallagher	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	51-200	28 contacts →
	Exact match “Britton Gallagher is a Cleveland-based privately owned insurance brokerage firm that has been providing liability and risk management solutions for a wide range of clients across…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Evarts Tremaine	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “Evarts Tremaine is an independent, specialty insurance agency founded in 1844, providing smarter business insurance and personal insurance solutions with integrity, authenticity…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Todd Associates An Alera Group Company	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	51-200	21 contacts →
	Exact match “Celebrating 75 years in business, Todd Associates, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Berson-Sokol Agency, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “The Berson-Sokol Agency is a full service insurance brokerage agency that, since 1973, has been dedicated to two kinds of excellence: the service we give our agents and the…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Lakefront Capital	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	1-10	14 contacts →
	Exact match “Lakefront Capital is a cross-functional and multi-generational independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Reed Financial Services, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “Reed Financial Services is an independent, true wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	The Brooks & Stafford Company	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Founded in 1849, The Brooks & Stafford Company is a premier insurance firm based in the heart of downtown Cleveland.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Beacon Financial Group, INC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	1-10	11 contacts →
	Exact match “Financial Services” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Insurance Incorporated	Exact match	Cleveland, TN, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “Insurance advisors who truly work for you.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Mcmanamon Insurance	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “McManamon Insurance is an independent insurance firm providing a wide array of products and services to accommodate all your insurance needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	TMC Employee Benefits Group	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “TMC Employee Benefits Group is an employee benefits brokerage and consulting firm with the expertise to provide an exceptional customer experience to both employers and their…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Strauchon & Company, LLC	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Strauchon & Company is an independent life insurance planning firm specializing in custom solutions designed to help affluent families, corporate executives, entrepreneurs and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	The Morrow Group & CO	Exact match	Cleveland, OH, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Insurance Brokerage based out of Cleveland, Ohio.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Ocoee Insurance Services	Exact match	Cleveland, TN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Ocoee Insurance Services is your independent broker for Personal Products, Group Insurance Solutions, and Property & Casualty Insurance.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “insurance brokers for wealth planning”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 17 of 30 insurance brokers for wealth planning based in Cleveland, United States

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Insurance brokers for wealth planning based in Cleveland, United States at a glance

As of Sep 17, 2026

59.5%Verified-email coverage

46.9Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Cleveland, so it is reported there. Company counts and contact totals on this page are exact for Cleveland, over 30 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Cleveland, United States whose business descriptions match “insurance brokers for wealth planning” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 837 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Insurance brokers for wealth planning by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Cleveland, United States?

RevenueBase identified 30 company matches for insurance brokers for wealth planning associated with Cleveland, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Oswald Companies tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Cleveland has 30.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 837 professional contacts with verified work emails tracked across these 30 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.